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Table of Contents

This Chapter Operations Manual has been prepared to explain the organization, functions, and operations of the chapters of the New York State Society of Certified Public Accountants. It is intended to show the relationship between the Society and its 16 chapters, and how they work together as an integral unit.

The Board of Directors, after consultation with statewide committee and chapter leadership, adopted a Strategic Plan in 2002. The plan, which was reviewed and amended in 2006 by the Board of Directors, is included in this introduction because it relates so directly to the operations of the organization.

Equally as important, the handbook includes several “How To” pieces, since the NYSSCPA is very aware that members who serve as chapter officers, members of the Executive Committee, committee chairs, and committee members are volunteers. We salute your dedication to the profession and the success of the chapter.

This book is formatted to ensure that it meets the goal of being a useful and relevant guide for all of our NYSSCPA chapter volunteers. There are sections that provide examples of excellent programs created by chapter volunteers.

Sharing success is a key to success! Frequently Asked Questions (FAQs) provide direct and simple answers to some common questions. The binder format will enable NYSSCPA staff to provide updates and additions as needed.

As always, your evaluation and comments about everything in this book would be greatly valued.

The chapters have evolved out of the need to carry out the goals and objectives of the Society throughout the different regions of the state. Their activities and contributions help to maintain the integrity of the profession.

Chapters and Founding Dates

Strategic Plan

Chapter Demographics

How the NYSSCPA Can Help (NYSSCPA Information)

Chapter Operation & Focus

Event & CPE Management

Appendix