TSCPA 2020 Strategic MAP

TSCPA

2020

TEXAS SOCIETY OF CPAS

STRATEGICÂ

MAP

www.TSCPA.org/TSCPA2020 TSCPA2020@tscpa.net 1-800-428-0272

TSCPA

2020

OUR VISION FOR THE FUTURE Empower our members to lead and succeed.

OUR MISSION

The Texas Society of CPAs exists to support its members in their professional endeavors and to promote the value and high standards of Texas CPAs.

MEASURING OUR SUCCESS Member Success SUCCESS MEASURES

Member Engagement Member Satisfaction

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Dear TSCPA Members, You are part of a profession and association with a rich history built over more than a century. That history serves as a solid foundation and positions us to move forward into what will be a successful future. CPAs will always be vital to meeting the demands of clients and employers as strategic business advisors in an ever-changing economy.

We have created TSCPA 2020 – a dynamic three-year plan to take our organization into a vibrant future. TSCPA 2020 is the product of research, listening and thought-provoking conversations with members and volunteers from across the state.

Our new vision – Empower Members to Lead and Succeed – succinctly sums up our most important charge. TSCPA is for you, our members, and helping you with success and growth is at the heart of all we do. Read on to learn about the guiding principles that will shape our program and service development, as well as the three pillars that our member service will be based upon and how we plan to deliver on our promise to you.

We are committed to you and to those who follow in your footsteps as future Texas CPAs. TSCPA and our statewide network of 20 chapters will support you and serve with and for you representing the collective voice of 28,000 members.

TSCPA is strong today. Through the implementation of TSCPA 2020, we are ensuring a viable and exciting organization for you tomorrow and for years to come.

Sincerely,

Jim Oliver, CPA, CGMA 2017–2018 Chairman

TSCPA is strong today. Through the implementation of TSCPA 2020, we are ensuring a viable and exciting organization for you tomorrow and for years to come.

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PILLARS OF SUCCESS

These three pillars are the foundation of TSCPA 2020. Our programs, services and benefits will support the objectives of each pillar to deliver value to you every day.

PROFESSIONAL EXCELLENCE

ADVOCACY

By promoting and embracing a culture of continuous learning, TSCPA will continue to ensure our members’ success. When you have the tools you need to address new changes, stay on top of continuously changing regulations, and maintain and exhibit a high level of ethical standards, you will be better positioned to deliver stellar services to your clients and employers.

TSCPA proudly protects, preserves and promotes your Texas CPA certificate. We keep watch on regulatory systems and identify and support public policy makers who understand the concerns of business and free enterprise. We tout the value of the Texas CPA to the public to increase their understanding of how vital our members are to supporting a healthy Texas economy.

KEY INITIATIVES

Complete a CPE strategic plan to address future needs of CPAs Explore new opportunities for online learning and build awareness of current program offerings Implement a web-based platform for enhancement of the peer review experience Inform members of the latest information impacting the profession Provide access to resources that ensure competency for various member segments

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KEY INITIATIVES

Ensure the continuation of the Texas Public Accountancy Act and the Texas State Board of Public Accountancy through Sunset Review in 2019 Increase financial support of and engagement in the CPA-PAC Grow the key persons program by engaging new and younger members Promote the value of the profession to the public, employers, potential clients, and future CPAs

COMMUNITY & CONNECTION TSCPA is all about you. You are the heart and soul of this organization. We plan to grow your community with the introduction of the next generation of CPAs while enhancing each member’s experience at the state and local levels.

The value of your membership grows with your connections to our community of 28,000.

KEY INITIATIVES Launch an online member community for members to connect to share knowledge and expand upon their areas of expertise Attract students to the CPA profession and fill the CPA pipeline by increasing student engagement across the state Develop additional chapter resources to enhance statewide collaboration and efficiencies

“For as long as I’ve been a CPA, I’ve taken CPE from TSCPA whenever possible. The investment in our CPE gives me an incredible return with engaging speakers, timely content and a variety of course options. I believe in supporting programs that I know will deliver the best quality available.”

Ken Sibley, CPA, CGMA, CFE, CFF – Dallas

“As an active volunteer in TSCPA’s advocacy efforts, I have learned firsthand how valuable it is to have an association protecting our profession. In 2019, the Texas State Board of Public Accountancy will go through Sunset Review and it is critical that TSCPA has your support and involvement to ensure the future success of our profession. I’m glad TSCPA has my back and yours."

Jesse Dominguez, CPA, CGMA – Austin

“TSCPA has been pivotal to my career and personally rewarding in the friendships I’ve made through my years of involvement. From receiving a student scholarship to connecting me to leadership roles locally and at the state level, TSCPA has helped me develop as a professional and build relationships that have strengthened my network.”

Charlotte Jungen, CPA, CFP® - Houston

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4 LEVERAGE & LEAD TECHNOLOGY Be a leader in technology, helping support and guide members as technology changes their daily work and providing members with more personalized service.

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GUIDING PRINCIPLES

TSCPA 2020 has four guiding principles to direct our future endeavors and chart our course for success.

BUILDING LEADERS Identify, engage, support and develop future CPA leaders for the Society, chapters, our community and the profession.

ORGANIZATIONAL FLEXIBILITY Respond to and prepare for changes in the profession, our association and the needs of Texas CPAs.

CONNECTING MEMBERS & RESOURCES Leverage the professional power and knowledge of 28,000 members across Texas.

LEAD & SUCCEED WITH TSCPA 2020 You’ve seen the roadmap for our future developed in response to the changes and trends affecting your profession. TSCPA is committed to partnering with you to move your profession into a future where CPAs remain essential. You are at the center of our vision and plan for TSCPA 2020. Everything we do will strengthen our partnership for your future success.

We’re confident that your engagement and support of the initiatives in TSCPA 2020 will enhance the value of your membership. Here are just a few ways you can personally impact the future of TSCPA and your profession while achieving personal success:

Participate in our interactive and engaging educational opportunities – either in person or via webcasts – and give us your honest feedback and input on how we can improve or expand our offerings.

Keep your member profile up-to-date and tell us what’s most important to you.

That will ensure that you receive communications based on your interests and preferences, as well as give us a better understanding of the needs of our member population as a whole. Member updates can easily be made online at www.tscpa.org.

Immerse yourself in TSCPA Exchange, our new online member community and explore the connections available to you across the state. The true value of your membership will come from the people you meet and the relationships you form with colleagues from diverse backgrounds and industries. It’s all about who you know and TSCPA knows the best of the best in the accounting profession in Texas.

Become informed about TSCPA’s advocacy efforts and consider getting involved in governmental affairs opportunities. This can be as simple as making a donation to the CPA-PAC or leveraging a relationship you have with a legislator or his/her staff.

Connect with your local chapter to participate in programs aimed at driving your success and engaging members in your community. TSCPA’s 20 chapters serve as a home base for members to collaborate and be better together.

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THANK YOU FOR YOUR CONTINUED SUPPORT OF TSCPA. WE LOOK FORWARD TO SERVING YOU AS YOU SERVE YOUR COMMUNITY AND YOUR PROFESSION THROUGH 2020 AND BEYOND.

2017-2018 TSCPA EXECUTIVE BOARD MEMBERS Jim Oliver, Jr, CPA, CFP®, CGMA, PFS, Chairman Stephen Parker, CPA, Chairman-elect Kathy Kapka, CPA, CGMA, Immediate Past Chairman Jerry Spence, Jr, CPA, Treasurer Ben Simiskey, CPA, Treasurer-elect Ryan Bartholomee, CPA, CGMA Wendi Christian, CPA, CGMA, CISA, CITP Edie Cogdell, CPA, CGMA

Tom DeGeorgio, CPA, CGMA Jason Freeman, CPA, JD Michele Heyman, CPA, CFE, CVA Angela Ragan, CPA Susan Roberts, CPA, CGMA Bill Schneider, CPA, CGMA Diane Terrell, CPA Jodi Ann Ray, President and CEO

2017-2018 TSCPA STRATEGIC PLANNING COMMITTEE MEMBERS Michael Brown, CPA, ABV, CFF, Chairman Ryan Bartholomee, CPA, CGMA Robin Christian, CPA Connie Clark, CPA Phil Davis, CPA Melanie Geist, CPA Willie Hornberger, CPA, JD, LLM Kirby Jackson, Jr, CPA Billy Kelley, Jr, CPA

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Lyn Kuciemba, CPA Josh LeBlanc, CPA Toni McBee Joyner, CPA Stephen Parker, CPA Susan Roberts, CPA, CGMA Bill Schneider, CPA, CGMA Ben Simiskey, CPA Diane Terrell, CPA Donna Wesling, CPA, CGMA